• Crazy Plane...

    May 15, 2017

    No one said that the flight path to higher returns would be easy. With the increase in uncorrelated asset returns, there are many different sets of positive returns out in the market right now. You just need to set the right flight path to snatch some of those better return streams.

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  • It's Tango Time...

    May 8, 2017

    As the VIX flirts with single digits, the S&P 500 has been flopping around like a live fish on deck. But for U.S. investors in foreign equities, the music continues to play as cheaper valuations overseas and a weaker U.S. dollar pushed fund flows into other geographies.

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  • Still Waiting?

    May 1, 2017

    While there was plenty of ink spilled and electrons fired regarding the White House tax reform proposal last week, it could be a very long time before anything actually gets voted on. And who knows if it will even be passed. After looking over the budget that was passed by Congress over the weekend…

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  • Risque On!

    April 24, 2017

    The French President semi-finals were over the weekend and the vote went about as positive as they could have for the markets. While LePen won the first round, it is unlikely that she will be able to gather enough support to upset Macron in the final tour. As a result, the European markets decided to pop the champagne today…

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  • Repositioning...

    April 17, 2017

    While the world’s superpowers reposition their military strength toward the borders of North Korea, the financial markets look to be following closely in their wake and reordering their asset weighting toward one of less risk. North Korea, Syria and Russia remain major diplomatic question marks for the U.S. State Department right now.

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